History

A Legacy of Success

Our family's investment management business has origins dating to the late 1800's, and for three generations we have advised wealthy European investors, charitable and religious organizations, and several royal families.

Following nearly 100 years of advising wealthy and influential families, the logical progression for our business was to provide investment banking services to the businesses owned by our investment management clients. Accordingly, in 1999, Bruderman Brothers was formed as a broker-dealer registered with the U.S. Securities and Exchange Commission.

Today, Bruderman Brothers specializes in providing investment banking services to closely-held companies and family businesses.